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Can You Put Your IRA into a Trust?

Can your IRA be put directly into a trust? In short, no. Individual retirement accounts (IRAs) cannot be put directly into a trust. What you can do, however, is name a trust as the beneficiary of your IRA.

Ways to Repair Your Credit Score

Steps to get your credit rating back toward 720.  We all know the value of a good credit score. We all try to maintain one. Sometimes, though, life throws us a financial curveball and that score declines. What steps can we take to repair it? Reduce your credit...

Traditional vs. Roth IRAs

Perhaps both traditional and Roth IRAs can play a part in your retirement plans. IRAs can be an important tool in your retirement savings belt, and whichever you choose to open could have a significant impact on how those accounts might grow. IRAs, or Individual...

What Are You Getting for the Fees You Are Paying?

As you invest, are you receiving the service and resources you deserve? How much do you pay for wealth management? About $1,000 a month? More than that? If your account is $1 million or larger, that may be the case. Typically, wealth management firms provide their...

Ten Years, Tremendous Gains

A look at where stocks were in 2009 and how they have performed since. Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street then? When the closing bell rang at the New York Stock Exchange that Monday afternoon, it marked the end of...

Your Diversified Portfolio vs. the S&P 500

“Why is my portfolio performing differently from the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that even when Wall Street...

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Five Pine Wealth Management

1121 E Mullan, Suite 207, Coeur d’Alene, ID 83814
208.402.8552
info@fivepinewealth.com

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